Method, system and apparatus for visual programming of interaction workflows for omni-channel customer contact centers with integrated customer relationship management

ABSTRACT

A method, apparatus and system for achieving visual programming of interaction workflows for customer contact centers which eliminates the need for skilled computer telephony interaction programmers to program the screen pops and workflows that are presented to live-agent customer service representatives in a contact center. Further, the disclosed method and apparatus enables integration of contact information from omni-channel systems, as well as customer relationship management (“CRM”) data, data collected from interactive voice response (“IVR”) systems, and data pulled from third-party databases, into the screen pops and workflows in a way that is agnostic as to the type or protocol of the PBX switch, the IVR system and the CRM system utilized by a particular call center, by facilitating a level of abstraction and data flow between and among these components.

RELATED APPLICATIONS

The teachings herein constitute a continuation of provisional patentapplication No. 62/155,058, filed on Apr. 30, 2015, and the benefit ofthis earlier filing date is claimed and the content thereof incorporatedherein by reference as though fully set forth herein.

FIELD OF THE INVENTION

The embodiments of the described invention relate generally to methods,apparatus and systems for visual programming of voice and omni-channelinteraction workflows for live-agent contact centers, which can presentscreen pops, create a unified and intelligent desktop experience, guideagent behavior to desired outcomes and provide behind the scenes dataintegration of disparate systems using abstracted interfaces to overcomethe data collection and data integration requirements and idiosyncrasiesof the hardware and software systems commonly used to operate contactcenters.

BACKGROUND

A well-established way for businesses to provide customer service is byoffering a customer service contact center. Modern contact centerstypically include a telephone call center, an automated call responsesystem, an online “chat” system, an email response system, or acombination thereof. Such contact centers typically operate with acombination of live-agents and automated systems.

Contact centers tend to have three major variables in their organizationand operation. First, size and live-agent distribution can vary greatly.Contact centers can be at a centralized location with all of thelive-agents working in the same building or on the same floor, or theycan be decentralized, employing home-based live-agents. Contact centersizes range from a handful of live-agents to tens of thousands oflive-agents. Second, contact centers can be simple and straight forwardor very complex. Finally, contact centers can be either voice-only orthey can be fully omni-channel deployments, enabling customer contactthrough, for example, telephone, online video sessions, text messaging,online chat, and email.

Existing contact center technology tends to suffer from the same set ofproblems and obstacles. First, contact center systems tend to operatelargely in isolation and share data reluctantly and at high cost betweensystems. For example, CRM systems are customer relationship managementplatforms. The goal of the system is to track, record, store indatabases, and then organize the information in a way that increases orimproves customer relations. The CRM codifies the interactions between abusiness and its customers so that the business can maximize sales andprofit using analytics to give the users as much information on where tofocus their marketing and customer service to maximize revenue anddecrease idle and unproductive contact with the businesses' customers.CRM software can also be used to identify and reward loyal customersover a period of time.

While many businesses have CRM systems, they are typically separate fromthe interaction workflow and are not automated to utilize customer datagathered from external sources. Instead, live-agent customer servicerepresentatives normally have to access separate applications orsystems, outside of the interaction workflows within the CRM. This canresult in customers not receiving prompt service, or not allowingcustomer service representatives to provide the types of customized andpersonalized service that CRM systems are designed to facilitate. Thus,there is a need to fully integrate CRM systems with call center systems.

Second, real-time data access is limited because information collectedduring customer interactions is collected and stored thru highlyspecialized and technical interfaces, the use of which requires a highlevel of knowledge and programming on how to extract data from eachsystem type and pass it to another system type.

Traditionally computer telephony integration, also calledcomputer-telephone integration or computer-telephone interactivity, orCTI, is a common name for any technology that allows interactions on atelephone and a computer to be integrated or coordinated. Today the termis generally used for, not only telephone calls but also Chat, SMS,Email, and other interaction types (Social, Video Chat, etc.). It ispredominantly used to describe desktop-based interaction, integration orinteractivity for helping users be more efficient, though it can alsorefer to server-based functionality such as automatic call routing.

In contact centers that provide integration between a telephone systemand an agent's desktop, a screen pop is a window or dialog box thatautonomously appears on the desktop, displaying information for a callsimultaneously sent to that agent's telephone. The data displayedtypically contains call information such as: (a) Caller ID (CID); (b)Automatic number identification (ANI); (c) Dialed Number IdentificationService (DNIS); (d) Information entered from an Interactive voiceresponse (IVR) system; and (e) extended information derived from one ofthe above. For example, the CTI system may be programmed to look up, inan external database, an order number the customer just entered and thendisplay that order's information to the agent. Although prior artsystems are sometimes able to provide such data extraction and passing,it is difficult and expensive to achieve, because it must be programmedby CTI programming specialists, rather than by customer service centermanagers who are knowledgeable about the needs of their customers andthe specific information needed by live-agents in order to make thecustomer interaction more effective, more appealing to the customer, andshorter.

Third, the Application Programming Interfaces (API's) of each system ina contact center are unique, and require specialized knowledge to usethese API's. Additionally, most current API's in the contact centerenvironment utilize traditional program development models. In turn,this necessitates that a contact center utilize the services of askilled Computer Telephony Integration (“CTI”) programmer when newcontact centers are set up, or when changes are made to systems orlive-agent customer service scripts or workflows.

These workflows are typically generated, in prior art systems, usingformal programming languages and are programmed by CTI programmers. Theservices of such programmers are costly, can be error prone, takesignificant amounts of time to perform and the results are often limitedin functionality, flexibility and compatibility. One cause for suchdrawbacks is that such programmers are often primarily concerned withthe technical aspects of the workflows, but have little hands-onfamiliarity with the day-to-day needs of a live-agent customer servicerepresentative, or the demands of contact center managers who areexperienced in providing customer service. On the other hand, customerservice agents, contact center managers, or CRM administrators typicallyhave little skill or familiarity with how to write code or create a CTIintegration. Therefore, to develop a single customer service work flowoften requires weeks of effort, coordination, and testing between acontact center manager and a CTI programmer, thereby costing thousandsor tens of thousands of dollars and slowing the implementation of newcustomer service interaction workflows. Thus, there is a compelling needfor a method, system or apparatus to make CTI programming easier toimplement, thereby allowing non-programmers who have expertise withcustomer service to design and implement interaction workflows quicklyand efficiently in order to reduce expense and rapidly address customerdemands.

Fourth, contact center systems are typically composed of a complex arrayof hardware and software, each of which requires specialized knowledgeto operate and integrate, and each of which has its own technicalchallenges and idiosyncrasies. Such hardware and software elementsinclude, for example, ACD's, PBX's, IVR's, CTI Interfaces, CRM systems,Virtual Agent systems, Social Media Channels and solutions, Chat andEmail Solutions, and Video Channel Solutions. As a result, there is aneed for a solution that integrates with the complex array of hardwareand software, but that abstracts a user's interaction with those complexsystems so that data integration and programming is simplified.

A private branch exchange (PBX) is a telephone exchange or switchingsystem that serves a private organization and performs concentration ofcentral office lines or trunks and provides intercommunication between alarge number of telephone stations in the organization. The centraloffice lines provide connections to the public switched telephonenetwork and the concentration aspect of a PBX permits the shared use ofthese lines between all stations in the organization. Theintercommunication aspect allows two or more stations to establishtelephone or conferencing calls between them without using the centraloffice equipment.

Each PBX-connected station, such as a telephone set, a fax machine, or acomputer modem, is often referred to as an extension and has adesignated extension telephone number that may or may not be mappedautomatically to the numbering plan of the central office and thetelephone number block allocated to the PBX.

Automatic number identification (ANI) is a feature of atelecommunications network for automatically determining the originationtelephone number on toll calls for billing purposes. Modern ANI has twocomponents: information digits, which identify the class of service, andthe calling party billing telephone number. ANI is not related to newercaller ID services such as call display.

Dialed Number Identification Service (DNIS) is a service sold bytelecommunications companies to corporate clients that lets themdetermine which telephone number was dialed by a customer. This isuseful in determining how to answer an inbound call. The telephonecompany sends a DNIS number to the client phone system during the callsetup. The DNIS number is typically 4 to 10 digits in length. Any DID(Direct inward dial) number will have a DNIS. This is the number sentfrom the central office to the PBX or key system, telling the telephonesystem which number was dialed.

For example, a company may have a different toll-free telephone numberfor each product line it sells. If a contact center is handling callsfor multiple product lines, the switch that receives the call cananalyze the DNIS and play an appropriate recorded greeting. A companymay also use multiple toll free numbers for multilingual customersupport, for which each support language is associated with a dedicatedtoll free number.

An automatic call distributor (ACD) or automated call distributionsystem, is a platform or system that distributes incoming interactionsto a specific group of terminals or agents based on customer need, type,and agent skill set. It is often part of a computer telephonyintegration (CTI) platform.

Routing incoming interactions is the task of the ACD system. ACD systemsare often found in offices that handle large volumes of incominginteractions from customers who have no need to interact with a specificperson but who require assistance from any of multiple persons (e.g.,customer service representatives) at the earliest opportunity.

The ACD system consists of hardware for the terminals and switches,phone lines, and software for the routing strategy. The routing strategyis a rule-based set of instructions that tells the ACD how interactionsare handled inside the system. Typically this is an algorithm thatdetermines the best available employee or employees to respond to agiven interaction. To help make this match, additional data aresolicited and reviewed to find out why the customer is communicating. Asan example sometimes the customer's caller ID or ANI is used; more oftena simple IVR is used to ascertain the reason for the call.

Originally, the ACD function was internal to the Private Branch Exchangeof the company, and voice centric. However, the closed nature of thesesystems limited their flexibility. Later ACD systems were then designedto enable common computing devices, such as server PCs, to insert datainto routing decisions and to provide external data into the routingengines to handle other communications channels. For this, generally thePBX would issue information about incoming calls to this external systemand receive a direction of the call in response.

An additional function for these external routing applications is toenable CTI. This allows improved efficiency for call center agents bymatching incoming phone calls with relevant data on their PC via ascreen pop.

Such contact centers typically have one or more physical locations witha number of live-agents for answering and responding to thecommunications of customers with questions or problems. Customer servicecontact centers also often include an automated component, an example ofwhich is an “interactive voice response” (“IVR”) that uses pre-recordedquestions and menu options to provide an initial level of customerservice and to gather information from the customer about the purpose oftheir interaction, their account number, etc. Often, if an IVR system isunable to satisfy a caller, the caller will select menu options to speakto a live agent customer service representative.

When such a selection is made, the customer service interaction istransferred to a live agent customer service representative, eitherlocated in a contact center, or handling interactions remotely.Normally, the live agent customer service representative has a computerworkstation with a display and keyboard. When the interaction istransferred to the agent, her screen is populated with a series ofscripts, questions, and/or information for her to interact with andassist the customer. These are known as “screen pops.” Over time, dataonly “screen pops” have evolved to presenting data on targetedapplication pages in addition to informational agent “screen pops.”These are more formally known as “interaction workflows.”

Fifth, because of this complex mix of elements, contact centers face aregularly changing solution matrix, in that each of these elements andsolutions have a limited and planned lifecycle and are therefore proneto periodic replacement to reduce costs and enhance functionality. Suchhardware and software changes commonly require reprogramming or at leastmodification to existing programs in order to maintain the same orsimilar level of functionality for the live-agent workflows. As such,there is a need for an integration solution that enables live-agentworkflows to be maintained and enhanced, even as underlying hardware andsoftware of the contact center is changed.

Sixth, business processes are constantly changing which can cause costlyintegration efforts between solutions to be discarded. This is sometimesas a result of continuous process improvement, and sometimes as a resultof corporate mergers and acquisitions. This calls for a solution thatenables simplified and efficient changes to live-agent workflows andsystem components.

Seventh, because of the complexity of the integrations and the dynamicenvironments within which contact centers exist, it is common thatinformation about a customer that has been collected through an IVRsystem is not transferred with the interaction when the live-agent picksup the phone.

In prior art systems, integration and information flows between acommunication platform, interaction workflow/screen pop software,automation platform, and CRM systems, is poor or nonexistent. Moreover,changing or upgrading one component of a system often makes integrationand information flows between the systems unworkable or causes failuresof previously integrated systems. This often results in a failure tocommunicate important information—including information that waspreviously collected during the interaction by automated means—to alive-agent customer service representative that accepts an interactionor has an interaction transferred from another agent. As such, nearlyeveryone who has communicated with a customer service contact center hashad the unpleasant experience of entering data into an automated system(such as an account number), only to be asked to repeat the sameinformation when their interaction is transferred to a live-agent, or ahigher-tier customer service agent. Such problems reduce the quality ofcustomer service, result in customer frustration, and prolong customerservice issues, all of which result in higher costs to provide customerservice.

As a result of all of these factors, the efficiency and effectiveness ofhow the contact center meets the needs of the customer is frequentlyimpacted and degraded from the optimal promise of these systems. Thishas a direct negative impact on the customer experience and the amountof time necessary to resolve any given customer service issue.

The amount of time that a live agent customer service representativemust spend in order to gather information and address the reason for acustomer's contact is important for several reasons. First, if theinteraction takes too long, the customer will grow frustrated, oftendefeating or reducing the good will that can be generated by promptlyand efficiently dealing with a customer service interaction. Second,because live-agent customer service representatives are typically paidby the hour, the number of interactions that each agent can handle in anhour has a direct relationship to the expense incurred to providecontact center customer service.

Accordingly, there is a need for a system, method and apparatus thatovercomes these drawbacks and disadvantages.

SUMMARY OF THE INVENTION

Described embodiments of the system, method and apparatus of the presentinvention comprise software for visually programming a computer tocreate executable interaction workflows for presentation of informationand appropriate workspaces to a live-agent in a contact centerenvironment, using a processor, a computer display and a memory storinga plurality of activities. A processor presents a visual programmingenvironment on the computer display. The processor and the memoryprovide a plurality of activities for selection within the visualprogramming environment. Each of the plurality of activities is asoftware object that is stored in the memory and linked to a displayablevisual symbol within the visual programming environment. Each of theplurality of activities also comprises software for performing at leastone task in conjunction with a host system for the contact center, suchas gathering information, handling information, handling an interrupt,executing decisional logic, or presenting a screen pop on a computerdisplay for a live-agent. Each of the activities for handlinginformation is linked to a listener, and that listener is software codefor collecting information from a contact center system component andthen passing that collected information to the respective linkedactivity for handling information. The software provides for a user toselect a plurality of visual symbols of one or more of the activitiesand then dragging and dropping the selected visual symbols of one ormore activities within the visual programming environment, therebycreating a visual representation of an executable interaction workflowfor use by a live-agent in a contact center. The executable interactionworkflow can then be saved in the memory.

The system, method and apparatus of the present invention and overcomesthe drawbacks and disadvantages described above. For example, it turnsscreen pop logic definition from being a development task, requiringhighly skilled labor and cross-departmental interaction to preparehundreds or thousands of lines of code to implement screen pops, withtheir associated data and logical progression, into an administrativeone, managed by the people who understand how they should happen,without requiring them to have a technical background.

The system, method and apparatus of the present invention furtherenables users, usually CRM administrators, to visually express screenpop logic and application vectoring based on data by offering a workflowdesigner interface that exposes all interaction data and metadata thatmay be used to drive that logic.

Additionally, because the described system, method and apparatus hasfull access to host system data and system components through the use oflisteners, and includes a simulation environment, it has the ability totest and deploy interaction workflows immediately after they aredesigned, rather than through an extensive and costly testing processusing the actual contact center.

Moreover, the method, system and apparatus provides for conditionalinteraction workflows, e.g., presenting data on appropriate applicationpages in addition to generating informational agent “screen pops,” thatare data driven and that can query and update underlying databases,trigger and present appropriate application workspaces based on datagathered, or query and update external data sources. It also can presentinformation gathered during prior portions of a particular clientcontact.

As such, the method, system and apparatus of the present invention canachieve significant reductions in AHT, while improving the customercontact experience, and at the same time eliminating lengthy and costlydevelopment cycles to develop traditional screen pops.

BRIEF DESCRIPTION OF THE DRAWINGS

FIG. 1 shows the system for an embodiment of the present invention. FIG.1 refers to a commercially available embodiment of the present inventionand accordingly uses certain trademarks. The trademark POPFLOW is atrademark of OpenMethods, Inc.

FIG. 2 shows a portion of the listing of pseudocode for an embodiment ofa “listener” of the present invention.

FIG. 3 shows a continuation of the listing of pseudocode of FIG. 2.

FIG. 4 shows the system homepage of a user interface for the visualprogramming environment of an embodiment of the present invention.

FIG. 5 shows an enlarged interaction workflow detail tab in theprogramming canvas of the system homepage of a user interface for thevisual programming environment of an embodiment of the presentinvention.

FIG. 6 shows an operation for deleting an interaction workflow using theuser interface for the visual programming environment of an embodimentof the present invention.

FIG. 7 shows an operation for exporting an interaction workflow usingthe user interface for the visual programming environment of anembodiment of the present invention.

FIG. 8 shows an operation for importing an interaction workflow usingthe user interface for the visual programming environment of anembodiment of the present invention.

FIG. 9 shows an operation of workflow mapping to deploy a programmedinteraction workflow using a user interface for the visual programmingenvironment of an embodiment of the present invention.

FIG. 10 shows a graphic user interface for creating new, or modifyingexisting, Interaction Workflows using Interaction Workflow Designer ofan embodiment of the present invention.

FIG. 11 shows the ability to expand or collapse an activity using a userinterface for the visual programming environment of an embodiment of thepresent invention.

FIG. 12 shows an expanded activity for the visual programmingenvironment of an embodiment of the present invention.

FIG. 13 shows is an Activity for “Contact Look-up Based on ANI (CallerID) and illustrates actions that can be taken using a user interface forthe visual programming environment of an embodiment of the presentinvention.

FIG. 14 shows the interface and ability to execute an open workflow atany time by clicking the “Execute” button, in the ribbon bar of the userinterface for the visual programming environment of an embodiment of thepresent invention.

FIG. 15 shows an interaction template of the user interface, where auser can define sample call data or interaction values to be sent withthe execution request of an interaction workflow for the visualprogramming environment of an embodiment of the present invention.

FIG. 16 shows an initial interface for the RetrieveEntity activity forthe visual programming environment of an embodiment of the presentinvention.

FIG. 17 shows a Query Editor for an activity for the visual programmingenvironment of an embodiment of the present invention.

FIG. 18 shows an expanded and populated interface for the RetrieveEntityactivity for the visual programming environment of an embodiment of thepresent invention.

FIG. 19 shows an initial interface for the AssignInteractionVariableactivity for the visual programming environment of an embodiment of thepresent invention.

FIG. 20 shows an expanded and populated interface for theAssignInteractionVariable activity for the visual programmingenvironment of an embodiment of the present invention.

FIG. 21 shows an initial interface for the OpenRetrievedEntity activityfor the visual programming environment of an embodiment of the presentinvention.

FIG. 22 shows an expanded and populated interface for theOpenRetrievedEntity activity for the visual programming environment ofan embodiment of the present invention.

FIG. 23 shows an initial interface for the OpenEntityById activity forthe visual programming environment of an embodiment of the presentinvention.

FIG. 24 shows an expanded and populated interface for the OpenEntityByIdactivity for the visual programming environment of an embodiment of thepresent invention.

FIG. 25 shows an initial interface for the CreateEntity activity for thevisual programming environment of an embodiment of the presentinvention.

FIG. 26 shows an expanded and populated interface for the CreateEntityactivity for the visual programming environment of an embodiment of thepresent invention.

FIG. 27 shows an initial interface for the RaiseNamedEvent activity forthe visual programming environment of an embodiment of the presentinvention.

FIG. 28 shows an expanded and populated interface for theRaiseNamedEvent activity for the visual programming environment of anembodiment of the present invention.

FIG. 29 shows an initial interface for the RunReport activity for thevisual programming environment of an embodiment of the presentinvention.

FIG. 30 shows use of the Query Editor to select inputs to the for theRunReport activity for the visual programming environment of anembodiment of the present invention.

FIG. 31 shows an expanded and populated interface for the RunReportactivity that has been configured to perform a look-up against theContact table (using RetrieveEntity) using the Caller ID (ANI), for thevisual programming environment of an embodiment of the presentinvention.

FIG. 32 shows use of the Query Editor for configuration of theRunHttpReport activity for the visual programming environment of anembodiment of the present invention.

FIG. 33 shows an initial interface for the SetEntityFieldValue activityfor the visual programming environment of an embodiment of the presentinvention.

FIG. 34 shows an expanded and populated interface for theSetEntityFieldValue activity, in the context of a using a standard fieldwith the CreateEntity activity, for the visual programming environmentof an embodiment of the present invention.

FIG. 35 shows an expanded and populated interface for theSetEntityFieldValue activity, in the context of a using a custom fieldwith the CreateEntity activity, for the visual programming environmentof an embodiment of the present invention.

FIG. 36 shows an expanded and populated interface for theSetEntityFieldValue activity, in the context of a using a customattribute with the CreateEntity activity, for the visual programmingenvironment of an embodiment of the present invention.

FIG. 37 shows an initial interface for the IfInteractionValue activityfor the visual programming environment of an embodiment of the presentinvention.

FIG. 38 shows an expanded and populated interface for theIfInteractionValue activity for the visual programming environment of anembodiment of the present invention.

FIG. 39 shows an initial interface for the Sequence activity for thevisual programming environment of an embodiment of the presentinvention.

FIG. 40 shows an initial interface for the InteractionTypeSwitchactivity for the visual programming environment of an embodiment of thepresent invention.

FIG. 41 shows an expanded interface for the InteractionTypeSwitchactivity for the visual programming environment of an embodiment of thepresent invention.

FIG. 42 shows an expanded and populated interface for theInteractionTypeSwitch activity for the visual programming environment ofan embodiment of the present invention.

FIG. 43 shows an initial interface for the RaiseIntegrationEventactivity for the visual programming environment of an embodiment of thepresent invention.

FIG. 44 shows an expanded and populated interface for theRaiseIntegrationEvent activity for the visual programming environment ofan embodiment of the present invention.

FIG. 45 shows an initial interface for the HttpRequest activity for thevisual programming environment of an embodiment of the presentinvention.

FIG. 46 shows an initial interface for the ExecuteProcess activity forthe visual programming environment of an embodiment of the presentinvention.

FIG. 47 shows exemplary code and an expanded and populated interface forthe AssignInteractionVariable activity for the visual programmingenvironment of an embodiment of the present invention.

FIG. 48 shows a conceptual system diagram of an embodiment of thepresent invention. FIG. 48 refers to a commercially available embodimentof the present invention and accordingly uses certain trademarks. Thetrademark POPFLOW is a trademark of OpenMethods, Inc. The trademarkORACLE is a trademark of Oracle International Corporation.

DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS

The following provides a detailed description of preferred embodimentsof the method, system and apparatus of the present invention. Thesystem, method and apparatus of the present invention, which isgenerally comprised of software for use in a contact center environment,facilitates the visual programming, testing and implementation ofdata-driven interaction workflows, workspaces and information forlive-agents in omni-channel contact centers. As such, it is hereinafterreferred to as contact center interaction workflow visual programmingsoftware and is sometimes referred to herein by the trademarked name ofits current commercial embodiment, PopFlow™. However, neither termshould be taken to limit the scope of the clamed invention.

An embodiment of the software is composed of three primary components,the PopFlow™ Listeners, the PopFlow™ Runtime, or simply the Runtime, andthe PopFlow™ Designer, or simply the Designer. In combination, theRuntime and the Designer are referred to as the PopFlow™ Studio, orsimply the present system.

The Designer enables users—typically CRM administrators not CTIdevelopers—to visually express screen pop logic by offering a workflowdesigner interface that exposes all interaction data and metadata thatmay be used to drive that logic. The Designer turns creating screen popsand the logic definition from being a development task, requiring highlyskilled labor and cross-departmental interaction, into an administrativetask, managed by the very people who understand how screen pops shouldhappen without requiring them to have a technical background. Thiseliminates the need to have the business user explain, create, anddictate the screen pop requirements to a skilled CTI developer who thenbuilds the workflow.

The Designer includes a variety of “activities.” Each activity is asoftware object that carries out a particular task, such as gatheringinformation, handling information, handling interrupts, executingdecisional logic, presenting an appropriate workspace on a live-agent'scomputer display screen based on gathered information, or presenting ascreen pop to a live-agent's screen. These activities are then displayedvisually in the Designer environment in order to allow a non-CTIprogrammer to “drag-and-drop” any needed activity into a visual logicflow of which screen pops are presented in response to any given input.Activities can either be native to one or more of the components of theexisting contact center system, or customized to the user's needs.

The core responsibility of the Runtime is to execute the interactionworkflow. The runtime is responsible for executing the logic of theinteraction workflow using the data collected to get to the desiredapplication pages and populating the collected data (e.g. open anincident or a contact record), thereby both saving the agent time andimproving the customer experience. A separate instance of the Runtimewill be implemented for each call center live-agent's display. Thatinstance will then implement the appropriate interaction workflow foreach call that is directed to the particular agent's workstation,scheduling and executing the activities that have been programmed,gathering information via the appropriate listeners and presentingscreen pops as required to enable the agent to quickly and efficientlyhandle the caller's request.

In order to implement the data gathering and abstraction functions,novel software components, hereinafter referred to as “listeners” areprovided and installed at, or on top of, each system component fromwhich useful data might be gathered. These listeners gather datagenerally as it is created and forward it in near real time to theRuntime. This eliminates the need for the system component to submitsuch data to the interaction workflow system and creates a level ofabstraction and coordination between the various components, such as thePBX, IVR and CRM. FIG. 2 shows pseudocode for an exemplar listener, inthis case an HTTP listener. Embodiments of listeners include:

-   -   Multimedia Listeners—This type of listener is designed to        receive information natively from a multimedia server software,        such as, for example, the commercially available HARMONY™        software offered by OpenMethods.    -   HTTP Listeners—This type of listener is designed to receive        interaction data via http protocol.    -   Executable Listeners—This type of listener is designed to pass        information about an interaction via an executable protocol.    -   Scheme Based Listeners—This type of listener is designed to        receive interaction data using scheme mappings passed to an        executable.    -   DNIS Pooling Listeners—This type of listener is designed to        extract interaction data from DNIS pools.    -   File Reading Listeners—This type of listener is designed to        extract interaction data from legacy or antiquated systems by        reading common file types or Call Detail Records (CDR).    -   Message Broker Listeners—This type of listener is designed to        receive interaction data from message brokers using a        service-bus type architecture.

In general, as shown in FIG. 1 and FIG. 48, and described further below,other system components and features include the abstraction layer, theData Store, Extensibility Points, and the Importability andExportability of Screen Pops. The abstraction layer allows forcompartmentalizing each component so it is not dependent on theunderlying platform, whether it is the CRM, the ACD or the SMS gateway.The data store is a memory to store the interaction workflows that areprogrammed using the Designer. The data store also serves to store themappings and assignments of workflows, such as by agent or customerprofile, the logic for assigning workflows to particular agents, andwhen and how particular workflows are initiated based on incoming callsand data. Extensibility points use a single, common API to calldifferent sets of API's based upon specific technical environments.Further, the present system not only allows the design of newinteraction workflows, it allows for the importation or exportation ofexisting workflows designed using other CTI programming methods.

With reference to FIG. 1, the conceptual structure of the system isshown, as well as the logical process carried out by the Designer andRuntime elements. As shown, the Designer 10 itself has a runtimeenvironment. Similarly, the Runtime environment referred to above isdesignated as the Handler Runtime 20. The Designer 10 is resident withinan administrator CRM workspace 30. Similarly, an instance of the HandlerRuntime 20 is resident within the live-agent CRM workspace 40. Inoperation of this embodiment of the system, the Designer 10 executesthree basic steps. First, the CRM integration data is loaded into theDesigner 10 upon the launch of the Designer. Second, the Designerprovides a GUI for a user to visually program an interaction workflowusing drag-and-drop logic creation. Third, the Designer stores thecreated workflow 45 within a memory that is accessible to the CRMservice 50.

In operation of this embodiment of the system, the Handler Runtime 20executes four basic steps. First, the workflow logic is loaded to alive-agent's CRM workspace 40 upon login. Second, one or more listeners60 are activated to gather data, events and messages from components ofthe contact center system. Third, each listener 60, upon receipt ofdata, an event or message, passes that information in near real time tothe Handler Runtime 20 for processing according to the pre-programmedinteraction workflow 45. The Handler Runtime 20 then coordinates withthe CRM client GUI display 70 to navigate the live-agent to theappropriate workspace and to share information, or execute decisionallogic, from the information gathered and then passed by the listeners.

With reference to FIG. 48, another conceptual structure of an embodimentof the system is shown and certain operations identified. The Designer100 is running on the desktop of the administrator 110, to allow forvisual programming of interaction workflows 120. These interactionworkflows 120 are then saved into memory and are accessible to the hostsystem 130, in this case the commercially available Oracle Service Cloudsoftware. The Runtime 140 and a plurality of listeners 150 areinstantiated on each live-agent's workstation desktop 160. The Runtime140 connects and communicates with the host system 130 to acceptassignment of particular incoming customer contacts, which may be phonecalls, emails, chat requests or other known methods of client contact,as well as the respective interaction workflows 120 for responding tothat incoming customer contact. Listeners 150 gather information fromvarious contact center system components, including the IVR 170, the ACDor CTI system 175, an agent's phone (softphone) 180, web systemcomponents 185, chat system components 185, and email system components190. The listeners 150 then each forward this gathered information innear real time to the respective Runtime 140. The Runtime 140 can thenuse this gathered information to drive the execution of a particularinstantiation the interaction workflow 120 that has been assigned to thelive-agent's desktop (not shown), by presenting appropriate workspaces,information and screen pops to the live-agent in order to facilitateresolution of the customer contact and reduce the amount of time neededby the live-agent to gather information from the customer, the CRMsystem, or from various third-party systems.

Turning to FIGS. 4-47, the use and operation of the interaction workflowvisual programming system of the present invention is addressed.

As shown in FIG. 4, when a user initially launches the interactionworkflow visual programming system software, a new workspace tab willopen and display the system homepage 200. The homepage 200 is split intotwo sections. The top section is the programming ribbon bar 205. Theprogramming ribbon bar 205 provides the user the ability to create,edit, delete, review, and deploy visually programmed interactionworkflows. By selecting the appropriate buttons in the programmingribbon bar, 205 the user controls which programming canvas sectionappears in the section of the homepage.

Selecting the Workflow button on the ribbon bar 205, presents theprogramming canvas 210, which is a visual programming environment. Inthis example the programming canvas 210 shows a list of availableexecutable pre-programed interaction workflows 215 on the list panel,and the description of the selected interaction workflow 220 on theright side of the programming canvas 210.

Interaction workflows can be managed using the programming ribbon bar205. The programming ribbon bar 205 dynamically changes based upon theuser's location within the application. From the system homepage, 200users are provided buttons in the ribbon bar 205 that allow for themanagement of Interaction Workflows 215.

To create a new Interaction Workflow, a user can click the “New” button.The system homepage 200 will display a new Interaction Workflow called“New workflow” in the Interaction Workflows list 215. In the InteractionDetails window, the user can provide a name and description for the newInteraction Workflow. To open an Interaction workflow in the InteractionWorkflow Designer, the user will double-click the desired InteractionWorkflow. The selected Workflow will automatically open in a newInteraction Workflow Designer tab, as shown in FIG. 5, in theprogramming canvas 210. The new workflow can then be renamed, such as,for example, “Sales Workflow”, and a description of this workflow can beentered.

To delete an Interaction Workflow, the user can first select theInteraction Workflow to be deleted, then click the “Delete” button asshown in FIG. 6. The system will verify the user's intention of deletingthe Interaction Workflow.

As shown in FIG. 7, to export an Interaction Workflow, the user firstselects the Interaction Workflow to be exported, then clicks the“Export” button. The user selects the desired location for exporting theInteraction Workflow, then enters the desired name for the exported fileand clicks “Save.” The exported Interaction Workflow will be stored inthe specified location with the specified name with an extension of.pfwf, or such other extension as one of ordinary skill programs.

As shown in FIG. 8, to import an Interaction Workflow, the user clicksthe “Import” button. From the “Open Workflow Document” window, the usernavigates to the location of the Interaction Workflow file to beimported. The user selects the desired Interaction Workflow and selects“Open.” The system will import the Interaction Workflow and display itin the Interaction Workflows list.

As shown in FIG. 9, to assign an Interaction Workflow to a host systemprofile (in this case using Oracle's Service Cloud software), in otherwords, to deploy an Interaction Workflow as an executable file that canbe used to create an instance of the Interaction Workflow on a displayof a contact center agent, the user clicks the “Mapping” button. First,the user must locate the desired profile then click on the drop-downarrow in the “Workflow” column. Then the user must select the desiredInteraction Workflow from the list. When complete, the user clicks the“Save” button.

As shown in FIG. 10, the Interaction Workflow Designer provides agraphic user interface for creating new, or modifying existingInteraction Workflows. To launch the Interaction Workflow Designer, theuser must double-click the desired Interaction Workflow from theInteraction Workflow list of the system homepage. The InteractionWorkflow Designer is composed of two main windows; the Activities List220 on the left side of the Designer, and the Design Canvas 210, on theright side of the Designer. To create specific Interaction Workflowlogic a user drags the name of the Activity from the Activities List 220onto the Design Canvas 210, where it becomes a symbolic visualrepresentation of an Activity 225. The user then can configure theActivity 225 for the desired results. Note that some Activities supportthe nesting of other Activities (dropping an Activity within anotherActivity).

As shown in FIG. 11, a user has the ability to expand or collapseActivities, or groups of Activities, using the Expand and Collapseoptions located in the top, right-hand corner of the InteractionDesigner and in each title bar of an Activity. To Collapse anInteraction Workflow, a user clicks “Collapse All.” The InteractionWorkflow will collapse to its most basic level of complexity. To expandan Interaction Workflow, a user clicks “Expand All” or “Restore.” TheInteraction Workflow will expand to its highest degree of detail.

A user can also expand or collapse individual Activities by clicking onthe double arrow on the top right right-hand side of the title bar ofthe activity. An expanded Activity is shown in FIG. 12.

As shown in FIG. 13, a user can right-click the title bar of anyActivity to see a context menu of available actions for working withActivities. Illustrated here is an Activity for “Contact Look-up Basedon ANI (Caller ID).” Common actions include Cut, Copy, Paste and Deletefor moving and re-using Activities within an Interaction Workflow.Additional options include Open, Collapse or Expand In Place. Theseoptions allow the user to focus (drill-down or expand out) on specificActivities, eliminating the clutter of other Activities in the DesignCanvas. The user also has the option of copying or saving the Activity(or the entire Interaction Workflow) as an image so that images of theActivity or Interaction Workflow can be used in creating externaldocuments. For example, this allows administrators to quickly createdocuments describing the screen-pop behavior for business/operationalusers.

The visual programming environment of the present invention provides atest facility, i.e., a built-in simulator environment, that allows auser to see how a workflow will function in their contact center systemwithout having to actually activate the workflow within the operationalcontact center system, thus saving time and resources. By utilizing thisfeature, a user can speed up the development process through regularsimulation testing of the interaction workflow that is being programmed.This simulation environment can also be used for debugging aninteraction workflow. A user is able to execute an open workflow at anytime by clicking the “Execute” button, in the ribbon bar, as shown inFIG. 14.

Clicking the “Execute” button will open the Interaction Template, shownin FIG. 15, where a user can define sample Call Data or Interactionvalues to be sent with the execution request as test input data forsimulation. Using this tool, a user is able to test all aspects of anInteraction Workflow, see the actual results of the tests within thesystem environment, through capture and display of test data outputs,and make real-time adjustments to the user's Interaction Workflows.Another particular benefit of this aspect of the described embodiment isthat is avoids the need for a user to utilize a separate stand-alonesimulator software. One embodiment of the system also provides a set ofrules and an assessor software object for assessing or validating thatthe programmed interaction workflow is executable, i.e., that it doesnot contain runtime errors (as opposed to logic errors which can bedebugged by use of the simulator). In one embodiment, this validationoccurs automatically when a user tries to save an interaction workflow.In this way, the upon saving, the user is automatically warned if theinteraction workflow is non-functional due to programming errors. Thisfeature serves to simplify the programming process and make it easierand more accessible to non-CTI programmer users of the visualprogramming system of the present invention One embodiment of the systemalso includes an assessor-debugger software object for assessing thebehavior of the executable interaction workflow during simulation tovalidate the operation of the executable interaction workflow in acontact center environment and identify bugs in the executableinteraction workflow to the user, so that any identified bugs in theworkflow can be debugged.

The system of the present invention provides for the creation and use ofa wide variety of activities that are useful in programming interactionworkflows for contact center agents. The following describes certainexemplary activities in detail. Note that field names, especially forcustom fields and custom attributes (created with the Custom ObjectDesigner), or report IDs etc. are often specific to each uniquedeployment of a contact center system and may be modified as understoodby one of skill in the art. Moreover, in view of the disclosure herein,one of ordinary skill in the art will appreciate that differentactivities may be programmed as needed for any particular embodiment orinstallation to account for particular contact center systemrequirements or user needs.

The RetrieveEntity Activity performs a look-up in the specified systemdatabase using specific search criteria defined within the Activity. Forexample, a user may want to take the CallerID (ANI) attached to anincoming call, and do a look-up in the Contact table for a ContactRecord that contains that CallerID. Upon completion of the look-up, theContact Record is retrieved for further processing within the system.FIGS. 16-18 illustrates the use of this Activity. The RetrieveEntityActivity is subject to the following configuration parameters:

-   -   Entity Name: system database to be searched against. Includes        any out-of-the-box table or custom tables.    -   Match Criteria: Conditional logic used to define the search        criteria. Access by clicking “edit criteria” link on right.    -   Single Match: Branch of logic to be followed when only one        matching record is found. Supports Activity nesting.    -   Multiple Matches: Branch of logic to be followed when more than        one matching records are found. Supports Activity nesting.    -   No Match: Branch of logic to be followed when no matching        records are found. Supports Activity nesting.

Moreover the RetrieveEntity Activity has the following “Match Criteria”Parameters:

-   -   And/Or: Conditional logic used to define multiple search        criteria.    -   Field Name: Specific field in the selected table to search        against.    -   Operator: Conditional operator used to define search criteria.    -   Value Source: The source or type of data to be used as the        comparative value when conducting the look-up.        -   Interaction—reserved dataset provided by PopFlow. Includes            ANI and DNIS.        -   Interaction Data—non-reserved dataset (any other datasets)            being received by the PopFlow Listener.        -   Interaction Variable—any variable previously defined within            the Interaction Workflow (see AssignInteractionVariable for            further details).        -   Static Value—any static value desired and defined in the            “Value” column.    -   Value: The comparative value to use when conducting the look-up.

The RetrieveEntity Activity supports Activity nesting to support longerchains of logic. In the example below, CreateEntity Activities and aRunReport Activity have been nested to provide basic screen-pop logic.In this example, the Interaction Workflow has been configured to use theCallerID (ANI) of an incoming call to do a look-up (RetrieveEntity) inService Cloud's Contact table. The RetrieveEntity has been configured tolook, specifically, in the Phones. Number field for a match on ANI (lookat any phone number fields for a match on the current CallerID).

On a single match, the system of the present invention willautomatically create a new Incident and associate the retrieved ContactRecord to that Incident. If multiple matches are found, the system willexecute a custom report (by ID) and pass filter criteria to the reportso that it shows only the Contact Records with matching CallerID (ANI).If no matching Contact Records are found, PopFlow will create a newContact Record and automatically populate the Home Phone fields with thecurrent CallerID (ANI).

The AssignInteractionVariable Activity provides the ability to assign avariable that can be used within the Interaction Workflow, as shown inFIGS. 19-20 is subject to the following configuration parameters:

-   -   Variable Name: the name of the variable being created. This name        will be used in the Interaction Workflow to reference the        variable.    -   Value Expression: the definition or expression that describes        the variable. Note that evaluated expressions, such as ANI, must        be contained by curly braces { }. When using the Interaction        Variable's value within other Activity logic, the variable will        be contained by curly braces. For example, {Variable.CustomVar}        will retrieve the value stored in the Interaction Variable named        CustomVar.

Variables may be used in a variety of ways, including as a means to makeit easier to reference more complicated expressions. For example, theAssignInteractionVariable Activity below is used to define a shortermethod for referencing the data element “Customer.Data.Order.Number.”Once the Interaction Variable has been set, any other place within theInteraction Workflow where a user needs to reference that data element,the user can do so by entering {Variable. Order#} instead of having toenter the entire proper name of the data element.

Another way to use these variables is when opening multiple entities. Asa user opens the second entity, the properties of the first one go outof scope and can no longer be accessed. For example, if the user wantsto store a Contact ID in an Incident, the user can store it in anInteraction Variable, and insert it into the Incident.

The OpenRetrievedEntity Activity is illustrated in FIGS. 21-22 and opensthe immediate previous retrieved entity (the last entity that wasretrieved in the workflow logic). For example, a user may choose toretrieve a Contact Record (using RetrieveEntity) and, on a single match,open the Contact Record that was retrieved (using OpenRetrievedEntity).

While there are no configuration parameters for the OpenRetrievedEntityActivity, the Activity does allow for the nesting of Entity RecordActivities, such as the SetEntityFieldValue Activity (seeSetEntityFieldValue for additional details). In the example below, theInteraction Workflow is configured to do a look-up in the Contact tablebased on CallerID (ANI). When a single matching Contact Record is found,the system will open the found Contact Record and automatically populatea custom field (custom field ID=44) with an order number entered via anIVR. Note this example assumes that the IVR is attaching a CallDatafield named “IVR_OrderNum.” Note also the manner of indicating a CustomField value; see SetEntityFieldValue for more information about how towork with custom fields.

The OpenEntityById Activity opens a specific entity based upon theentity's ID number and is illustrated in FIG. 23-24. It is subject tothe following configuration parameters:

-   -   Entity Type: the type of entity to be opened.    -   Entity ID Expression: the expression used to identify the number        associated to the specified entity. Note that evaluated        expressions must be contained by curly braces. { }

The most common use of this Activity is to open a record of a specifictype when a customer has entered that value in an IVR or on a website(Customer Portal). For example, if a customer is prompted by the IVR toenter their existing Reference Number for an open Incident, the systemcan pop the specified Incident onto the agent's screen. In the exampleof FIG. 24, the system tests to see if an Incident Number (ReferenceNumber) has been received for the incoming call (see IfInteractionValuefor details). If so, PopFlow opens the Incident on the agent's screenusing the Incident Number the customer entered.

The CreateEntity Activity creates the type of entity specified in theagent's console and is illustrated in FIGS. 25-26. For example, if acustomer's Caller ID is not found in the Contact table, the user maywant PopFlow to automatically create a new Contact Record for thecustomer. It is subject to the following configuration parameters

-   -   Entity Name: the type of entity to be created by PopFlow        (Contact, Incident, Organization, etc.).

Note that the CreateEntity Activity allows for nesting of Entity RecordActivities such as the SetEntityFieldValue Activity. In the example ofFIG. 26, a look-up is performed in the Contact table using searching fora match on a customer's CallerID. If no match is found, the softwarecreates a new Contact Record (using CreateEntity) and automaticallypopulates the Contact Record's Home Phone field with the currentCallerID (ANI).

The RaiseNamedEvent Activity can be used to fire a “named event” withina system workspace or workflow and is illustrated in FIGS. 27-28. Forexample, a user might create a workflow that uses a named event to takedifferent logic paths based on the event that is fired within theruntime environment for a particular service contact interactionworkflow. It is subject to the following configuration parameters:

-   -   Event Name: Can be any name/value desired. The name provided        should correspond with the event name used in the workspace or        workflow that takes action based on the event firing.

In the example of FIG. 28, the Interaction Workflow has been configuredto determine if the calling party is a high-value (e.g., “Diamond”)customer. If so, the system creates a new Incident and raises a namedevent of “Diamond.” If not, the system creates a new Incident and raisesa named event of “General.” In this example, the interaction workflowmight open a unique workspace for the “Diamond” customer as opposed to ageneral workspace for the “General” customer.

The RunReport Activity opens a pre-defined system report in a new tab inthe system Console and is illustrated in FIGS. 29-31. For example, ifmultiple Contacts are found for a specific caller based on Caller ID,the system can run a Contact report that displays all matches found. Itis subject to the following configuration parameters:

-   -   Report ID: the ID number of the report to be run.    -   Match Criteria: the filter criteria to be passed to the report        to limit the displayed results (limit the content of the        report). Access by clicking “edit criteria” link on bottom,        right.

It is also subject to the following “match criteria” parameters:

-   -   And/Or: Boolean logic used to define multiple filter criteria.    -   Field Name: the Expression used to define the report filter.    -   Operator: Boolean operator used to define search criteria.    -   Value Source: The source or type of data to be used as the        report filter.        -   Interaction—reserved dataset provided by the software.            Includes ANI and DNIS.        -   Interaction Data—non-reserved dataset (any other datasets)            being received by the PopFlow Listener.        -   Interaction Variable—any variable previously defined within            the Interaction Workflow (see AssignInteractionVariable for            further details).        -   Static Value—any static value desired and defined in the            “Value” column.    -   Value: The data or expression to use as the filter.

Note that any filter criteria passed to a report must be referenced, inthe “Field Name” using the “Expression” of the filter. This name can befound by viewing the Definition of the report and looking at the list offilters. For each filter, the definition will show the Type, Name,Prompt, Expression etc. the expression must be typed into the “FieldName” column of the Query editor exactly as it appears in the reportdefinition.

Note also that the RunReport Activity differs from the RunHttpReport inthat the RunReport Activity will not refresh a currently open reportwith the new search filter when the report is run. The agent is expectedto close reports opened by this method, so that the next time it runs,it will search with a new filter. To refresh data in a report alreadyopen in an Oracle Service Cloud Console tab, use the RunHttpReportActivity.

In the example of FIG. 31, the Interaction Workflow has been configuredto perform a look-up against the Contact table (using RetrieveEntity)using the Caller ID (ANI). If multiple Contact Records are found thatmatch the Caller ID of the current call, the software will display apre-defined report using the Caller ID (ANI) as the filter criteria.

The RunHttpReport Activity is illustrated in FIG. 32, and functionsexactly like the standard RunReport Activity with one exception. Whenexecuted, the RunHttpReport Activity will open a pre-defined systemreport in a new tab in the system Console. If that tab is left open bythe agent, and another RunHttpReport Activity is executed, theRunHttpReport Activity will refresh the existing report with any newfilter criteria passed to the report. It is subject to the followingconfiguration parameters:

-   -   Report ID: the ID number of the report to be run.    -   Match Criteria: the filter criteria to be passed to the report        to limit the displayed results (limit the content of the        report). Access by clicking “edit criteria” link on bottom,        right.

It is also subject to the following match criteria parameters:

-   -   And/Or: Boolean logic used to define multiple filter criteria.    -   Field Name: the Expression used to define the report filter.    -   Operator: Boolean operator used to define search criteria.    -   Value Source: The source or type of data to be used as the        report filter.        -   Interaction—reserved dataset provided by PopFlow. Includes            ANI and DNIS.        -   Interaction Data—non-reserved dataset (any other datasets)            being received by the PopFlow Listener.        -   Interaction Variable—any variable previously defined within            the Interaction Workflow (see AssignInteractionVariable for            further details).        -   Static Value—any static value desired and defined in the            “Value” column.    -   Value: The data or expression to use as the filter.

Note that any filter criteria passed to a report must be referenced, inthe “Field Name” using the “Expression” of the filter. This name can befound by viewing the Definition of the report and looking at the list offilters. For each filter, the definition will show the Type, Name,Prompt, Expression etc. the expression must be typed into the “FieldName” column of the Query editor exactly as it appears in the reportdefinition.

The SetEntityFieldValue Activity is used to automatically populatefields within an entity and is illustrated in FIGS. 33-36. For example,if nested within a Contact entity Activity, the SetEntityFieldValueActivity can be used to automatically populate phone fields, name fieldsor other custom fields or attributes. It is subject to the followingconfiguration parameters:

-   -   Field Name: the field name to be populated.    -   Field Value: the static value, variable or expression to insert        into the field identified above. Note that expressions must be        contained by curly braces. { }

Using this activity, Field Names must be referenced differently fordifferent types of fields within the system. For example, standardfields can be referenced using the standard database column name fromthe system Data Dictionary (ex. Incidents/Reference #=ref_no). Customfields can be referenced using their Custom Field ID number (ex.CustomFields.c.44) or by their name (ex. CustomFields.c.MyCustomField).Custom Attributes (created with the Object Designer) can be referencedusing their Package Name and Attribute Name (ex.CustomFields.OpenMethods.IVR_Selection).

The examples of FIGS. 34-36 demonstrate setting field values using eachof the methods described above.

The IfInteractionValue activity, illustrated in FIGS. 37-38 providesconditional If-Then-Else logic to allow for multiple paths through anInteraction Workflow based upon specific values or interaction data. Forexample, users can control which of two paths the Interaction Workflowwill take based upon a specified condition. It is subject to thefollowing configuration parameters:

-   -   Use Interaction Property: limits the test criteria to reserved        PopFlow Interaction Data (ANI, DNIS). When selected, the desired        Interaction Property (data element) can be select from a        drop-down menu.    -   Call Data Key: the name of the data element (such as data from        IVR) to be used as the test criteria.    -   Comparison Value/Any Value: “Comparison Value” is the specific        value to be tested against. “Any Value” tests for the existence        of any value in the Call Data Key. If there is no value, or if        the Call Data Key does not exist, the Else branch will be used.    -   Then: the branch of logic to be followed if the Call Data Key is        equal to the Comparison Value.    -   Else: the branch of logic to be followed if the Call Data Key is        not equal to the Comparison Value.

Note that activities can be nested in the “Then” and “Else”configuration panes, including additional IfInteractionValue activitiesif needed. In the example of FIG. 38 the Interaction Workflow isconfigured to test for Call Type (data element potentially received froman IVR). If the Call Type is equal to “Sales” then PopFlow creates a newOpportunity. If it is not equal to “Sales” then PopFlow creates astandard Incident.

The Sequence Activity, illustrated in FIG. 39 is a container that allowsfor a series of Activities to be grouped and run sequentially through anInteraction Workflow. To maintain the validity of logic with theWorkflow Designer, it is sometimes necessary to group items togetherusing a Sequence Activity. For example, when retrieving an entity (usingRetrieveEntity), a Sequence Activity would be required to performmultiple Activities in a “Single Match” scenario.

While there are no configuration parameters for Sequence Activities, andsince the Activity is actually a container, multiple activities can benested inside of a Sequence. For example, a Sequence Activity may beused to perform multiple actions in the “Single Match” scenario of aRetrieveEntity Activity. Specifically, when the call enters, the systemperforms a look-up against the Contact table for a match on the currentCaller ID (ANI). If a single match is found, the system looks for anyopen Incidents associated to that Contact. If a single open Incident isfound, the system opens the Incident. If multiple open Incidents arefound, the system runs a report showing all of the open Incidents. If noopen Incidents are found the system creates a new Incident andassociates the Contact Record to the new Incident.

The InteractionTypeSwitch Activity is used to identify unique branchesof workflow logic based upon the type of interaction and is illustratedin FIGS. 40-42. This allows for a single Interaction Workflow to haveunique chains of Activities for every different type of interaction. Forexample, a single Interaction Workflow could contain logic to handlevoice interactions, e-mail interactions and chat interactions. It issubject to the following configuration parameters:

-   -   Add Interaction Type Case—prompts the user to define a new chain        of logic for the selected Interaction Type. Available        Interaction Type are Voice, Web, E-Mail, Callback, Chat and        Unknown. Note that nesting is supported in all Interaction Types        for all Activities.

The RaiseIntegrationEvent Activity is used to share data with otherService Cloud Add-Ins and is illustrated in FIGS. 43-44. For example,data collected from a telephony platform, IVR and/or third-partyapplication that is available within the system can be shared with othercustom system add-ins to improve the performance of a custom add-in. Itis subject to the following configuration parameters:

-   -   Event Name: the data to be shared through a string in the format        of a Named Event followed by some number of Key/Value        pairs−NamedEvent:KeyName1={Value1}&KeyName2={Value2 }&KeyName3        ={Value3}

The example in FIG. 44 demonstrates PopFlow passing data to a custom,third-party add-in called CCA_AddIn. The RaiseIntegrationEvent issharing two data elements with the add-in; the Caller (ANI) through aKVP called Phone, and a Customer ID through a KVP called CCA_ID.

Using this Activity requires development effort for the consumer of theIntegration Event.

The HttpRequest Activity allows users to pass standard HTTP GET and POSTrequests to external web services for the purposes of sharing data andis illustrated in FIG. 45. It is subject to the following configurationparameters:

-   -   Method: selectable options are GET and POST    -   URL: allows the user to input a properly formatted HTTP GET or        POST request string

As an example, a user may wish to retrieve customer data, not availablein the system, from a third-party application so that it can be used asa part of the screen-pop process and inserted into the system.Alternatively, users may wish to send data that is available in thesystem to a third-party application so that the external application canbe staged for use during this incoming call.

The ExecuteProcess Activity, illustrated in FIG. 46 is used to launchprocesses or application on the local workstation that are external tothe system console and, in the process, share data with thoseapplications. This integration technique can be used much like theHttpRequest Activity except using local applications on the workstationas the source or recipient of the data shared. It is subject to thefollowing configuration parameters:

-   -   File Name: the name of the local process or application to        launch    -   Arguments: arguments to be passed to the external process or        application. Can be used to pass runtime parameters for the        service/application or to share data in the form of multiple        arguments.        There are times when the incoming Call Data will need to be        manipulated before string comparisons with a customer database        will work. For example, the incoming data might have a “+1”        prefix for each phone number, but the customer database contains        only the 10-digits of a phone number without the +1. In this        case, it is possible to use Replace or Regex parsers to modify        strings. These both work by appending “.Replace” or “.Regex” to        any string normally visible to AssignInteractionVariable. This        Activity is illustrated in FIG. 47.        From the disclosure above, one of ordinary skill will appreciate        that use of new system components will require programming and        development of new listeners capable of gathering data from the        particularized interface of that system component; however,        because the listener provides a level of abstraction between the        interface of the system component and the executable workflow,        no additional programming of any existing interaction workflow        will be necessary.

Although specific embodiments of the invention have been disclosed,those having ordinary skill in the art will understand that changes canbe made to the specific embodiments without departing from the spiritand scope of the invention. The scope of the invention is not to berestricted, therefore, to the specific embodiments disclosed, but theinvention is to be given the largest possible scope which is consistentwith the principles and features described herein and shall be limitedonly by the claims set forth below.

Insofar as the description above discloses any additional subject matterthat is not within the scope of the claims below, the inventions are notdedicated to the public and the right to file one or more applicationsto claim such additional inventions is reserved.

What is claimed is:
 1. A method for visually programming a computer tocreate a plurality of executable interaction workflows for presentationof information and appropriate workspaces to a live-agent in a contactcenter environment after a customer contact has been routed to alive-agent, and wherein at least one of such executable interactionworkflows presents and enables modification of customer relationshipmanagement (CRM) data from a CRM database, using a processor, a computerdisplay and a memory storing a plurality of activities, comprising:using the processor to present a visual programming environment on thecomputer display; using the processor to load CRM integration data fromthe CRM database into the memory; using the processor and the memory toprovide the plurality of activities for selection within the visualprogramming environment; wherein each of the plurality of activities isa software object that is stored in the memory and linked to adisplayable visual symbol within the visual programming environment;wherein each of said plurality of activities further comprises softwarefor performing at least one task in conjunction with a system for thecontact center, comprising: gathering information, handling information,handling an interrupt, executing decisional logic, presenting aworkspace or presenting a screen pop on a computer display for alive-agent; wherein at least one of the plurality of activities islinked to a listener, said listener comprising software code forcollecting information from a contact center system component, passingthat collected information to the respective linked activity forhandling; wherein at least one of the plurality of activities is linkedto the CRM database and said at least one of the plurality of activitiesenables presentation of CRM data to the computer display of the liveagent and further enables the live agent to edit the CRM data from theworkspace of the live agent; selecting a plurality of visual symbols ofone or more of the plurality of activities; dragging and dropping theselected plurality of visual symbols of one or more of the plurality ofactivities within the visual programming environment, thereby creating avisual representation of an executable interaction workflow for use by alive-agent in a contact center; and saving said executable interactionworkflow in the memory.
 2. The method of claim 1 wherein a screen pop ispresented on the computer display for a live-agent that containsinformation collected by one of the plurality of listeners.
 3. Themethod of claim 2 wherein the screen pop is presented on the computerdisplay for a live-agent because the information collected by one of theplurality of listeners is passed to one of the plurality of activitiesthat triggers the screen pop as a result of receiving the collectedinformation.
 4. The method of claim 1 further comprising: validatingthat the executable interaction workflow can execute.
 5. The method ofclaim 1 further comprising: using the plurality of activities in thevisual programming environment to create a new activity; and saving thenew activity in the memory; wherein, upon creation and saving, the newactivity can be selected for incorporation into said executableinteraction workflow.
 6. The method of claim 1 further comprising:simulating the behavior of the executable interaction workflow withinthe host system, without executing the interaction workflow within thecontact center environment; assessing the behavior of the executableinteraction workflow during simulation to validate the operation of theexecutable interaction workflow in a contact center environment;debugging any identified bugs in the executable interaction workflow. 7.The method of claim 6 wherein the simulation step is carried out usingthe visual programming environment.
 8. The method of claim 6 wherein thesimulation step further comprises insertion of test data, execution ofthe executable interaction workflow using the test data, validation ofthe executable interaction workflow and modification of the executableinteraction workflow.
 9. The method of claim 6 further comprisingpresenting test data inputs and capturing test data outputs.
 10. Themethod of claim 1 wherein the listener is linked to an activity that,when said activity is executed, will utilize the gathered information topopulate that gathered information into a screen pop or executedecisional logic.
 11. The method of claim 1 wherein the listener gathersinformation and passes that information to the respective linkedactivity in near real time.
 12. The method of claim 1 wherein thelistener gathers information from an interactive voice response systemcomponent.
 13. The method of claim 1 wherein the listener gathersinformation from a text messaging system component.
 14. The method ofclaim 1 wherein the listener gathers information from a social mediasystem component.
 15. The method of claim 1 wherein the listener gathersinformation from an email system component.
 16. The method of claim 1wherein the listener gathers information from a computer telephonyintegration (CTI) system component.
 17. The method of claim 1 whereinthe listener gathers information from a soft phone.
 18. The method ofclaim 1 wherein the listener gathers Automatic Number Identification(ANI).
 19. The method of claim 1 wherein the listener gathers DialedNumber Information Service (DNIS).
 20. A system for visual programmingof interaction workflows and information to be presented on a computerdisplay for a contact center customer service representative after acustomer contact has been routed to a live-agent, and wherein at leastone of such executable interaction workflows presents and enablesmodification of customer relationship management (CRM) data from a CRMdatabase, comprising: a processor; a memory; wherein the memory containsCRM integration data loaded into the memory from the CRM database; acomputer display; executable computer code stored in the memory forexecution on the processor comprising: a visual programming environment;a plurality of activities, each of said activities comprising a softwareobject that is stored in the memory and linked to a displayable visualsymbol within the visual programming environment; wherein each of saidplurality of activities further comprises software for performing atleast one task comprising: gathering information, handling information,handling an interrupt, executing decisional logic, presenting a screenpop on a computer display for a live-agent or presenting an appropriateworkspace on a computer display for a live-agent; wherein at least oneof the plurality of activities is linked to the CRM database and said atleast one of the plurality of activities enables presentation of CRMdata to the computer display of the live agent and further enables thelive agent to edit the CRM data from the workspace of the live agent;wherein the visual programming environment further comprises adrag-and-droppable visual symbolic representation of each of theplurality of activities, such that an executable interaction workflowcan be programmed by dragging and dropping a plurality of the visualsymbolic representations together in an ordered arrangement; a pluralityof listeners, each of said listeners comprising a software object forgathering data from a respective system component using that respectivesystem component's interface and then passing the gathered data to arespective activity of the plurality of activities; and at least oneinstance of a runtime object comprising an executable software objectthat when executed, executes the executable interaction workflow todisplay appropriate workspaces, information or screen pops on a computerdisplay for a contact center customer service representative.
 21. Thesystem of claim 20 further comprising: a simulator environment forsimulating the behavior of the executable interaction workflow in acontact center environment prior to deploying the executable interactionworkflow in an actual contact center environment.
 22. The system ofclaim 20 further comprising: a validation object comprising anexecutable software object and a set of rules that when executed,validates that the executable interaction workflow can execute.
 23. Thesystem of claim 20 further comprising: wherein the visual programmingenvironment includes software code for enabling a user to create a newactivity and save said new activity to the memory; and wherein, uponcreation and saving, the new activity can be selected for incorporationinto said executable interaction workflow.
 24. The system of claim 20further comprising: a simulator object for simulating the behavior ofthe executable interaction workflow within the host system, withoutexecuting the interaction workflow within the contact centerenvironment; an assessor-debugger object for assessing the behavior ofthe executable interaction workflow during simulation to validate theoperation of the executable interaction workflow in a contact centerenvironment and identify bugs in the executable interaction workflow.25. The system of claim 24 wherein the simulator object executes withinthe visual programming environment.
 26. The system claim 24 wherein thesimulator object further comprises: software code for insertion of testdata; software code for execution of the executable interaction workflowusing the test data; and software code for validation of the executableinteraction workflow.
 27. The system of claim 24 wherein the simulatorobject further comprises software code for presenting test data inputsand the assessor-debugger object further comprises software code forcapturing test data outputs.
 28. The system of claim 20 wherein thelistener is linked to the respective activity such that, when saidactivity is executed, said activity will utilize the gatheredinformation to populate that gathered information into a screen pop orexecute decisional logic.
 29. The system of claim 20 wherein thelistener gathers information and passes that information to therespective linked activity in near real time.
 30. The system of claim 20wherein the listener gathers information from an interactive voiceresponse system component.
 31. The system of claim 20 wherein thelistener gathers information from a text messaging system component. 32.The system of claim 20 wherein the listener gathers information from asocial media system component.
 33. The system of claim 20 wherein thelistener gathers information from an email system component.
 34. Thesystem of claim 20 wherein the listener gathers information from a CTIsystem component.
 35. The system of claim 20 wherein the listenergathers information from a soft phone.
 36. The system of claim 20wherein the listener gathers ANI.
 37. The system of claim 20 wherein thelistener gathers DNIS.
 38. The system of claim 20 wherein one of theplurality activities gathers information from a customer relationshipmanagement system component.
 39. A method for presenting appropriatehost application workspaces, information and instructions to a contactcenter agent on a display screen during a customer service interactionbetween the contact center agent and a customer after a customer contacthas been routed to the contact center agent, and wherein at least one ofsuch workspaces presents and enables modification of customerrelationship management (CRM) data from a CRM database, the methodcomprising: using the processor to load CRM integration data from theCRM database into a memory; executing a runtime environment on aprocessor with the memory and a display screen; executing, within theruntime environment, an instance of a pre-programmed executableinteraction workflow to present the appropriate host applicationworkspaces, information and instructions on the display screen of thecontact center agent; executing one or more listeners, each of saidlisteners comprising a software object for collecting data, wherein eachof said listeners is installed at a contact center system component thatis capable of generating data and wherein each of said listeners gathersdata generated by the respective system component as the data is createdand passes said gathered data to an activity to which the listener islinked; wherein the pre-programmed executable interaction workflowcomprises a sequence of a plurality of activities; wherein each of theplurality of activities is a software object that is stored in thememory and performs at least one task comprising: gathering information,handling information, handling an interrupt, executing decisional logic,or presenting a screen pop on the computer display of the call centeragent; wherein at least one of the plurality of activities is linked tothe CRM database and said at least one of the plurality of activitiesenables presentation of CRM data to the computer display of the contactcenter agent and further enables the contact center agent to edit theCRM data from the workspace of the contact center agent; wherein theexecuting of the executable interaction workflow by the runtimeenvironment presents, on the display screen of the contact center agent,an application workspace with information collected by at least one ofthe listeners that is linked to one of the activities; wherein theexecuting of the executable interaction workflow by the runtimeenvironment presents, on the display screen of the contact center agent,information about the customer from a database; wherein the executing ofthe executable interaction workflow by the runtime environment presents,on the display screen of the contact center agent, prompts for thecontact center agent to take one or more actions comprising: reading ascript, gathering information from the customer or providing informationto the customer.